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Non-registered savings plans | Distance-selling now available in EVO

Apr 15, 2020 1:06:48 PM / by iA

Here’s some excellent news that will help you in your distance-selling efforts!

At the beginning of last week, we added the possibility of opening non-registered savings plans with a deposit of over $100,000 in EVO.

But we’re not stopping there! Starting today, you can now also open non-registered savings plans 100% remotely, even for new clients! You can therefore continue to offer this plan type to your clients while respecting social-distancing regulations.

To be able to offer this product remotely, you will be required to identify your client with two pieces of identification, via the Skype teleconferencing software. All your client needs to do is hold up their IDs to their camera. It’s as simple as that!

To learn more about this exciting new possibility, please consult the procedure, which outlines the steps to take with your client and details the various forms of valid identification.

For more information, we invite you to contact your sales team.

Topics: Savings, Tools

Written by iA